Privacy Policy

HK Financial Advisory | YourTaxSavingsBlueprint.com

1. Information We Collect

We collect personal information when you:

  • Submit your name, email, phone number, or other contact details through our forms.

  • Schedule a consultation.

  • Opt in for a free resource, webinar, or strategy session.

This information may include:

  • Contact information (name, email, phone)

  • Business and financial details voluntarily provided

  • IP address and browsing behavior (via cookies or analytics tools)

2. How We Use Your Information

We may use your information to:

  • Send requested resources and follow up via email/text

  • Schedule and confirm appointments

  • Provide tailored tax planning advice

  • Improve our website and services

  • Send updates, marketing materials, and offers (with opt-out options)

We do not sell your personal information to third parties.

3. Data Security

We use secure platforms and protocols (e.g. HTTPS, data encryption, third-party tools with privacy compliance) to protect your information.

4. Third-Party Tools

We may use services like Mailchimp, Calendly, ClickFunnels, Google Analytics, or Meta Ads that collect limited data to help us run and improve our funnel. These tools comply with their respective privacy standards.

5. Your Rights

You may:

  • Request access or deletion of your data

  • Unsubscribe at any time using the link in our emails

6. Contact Us

For questions about this policy, email us at: [email protected]

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